FT Vest US Equity Enhance &XAUGETF
13F holders, Q1 2025 (March 31)29holders −2
4new positions
5sold out
$34.10avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding FT Vest US Equity Enhance & (XAUG) in their 13F filings, down 2 from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were Envestnet Asset Management Inc. ($5.2M), Cetera Investment Advisers ($5.2M) and Truist Financial Corp. ($3.2M).
- Company
- FT Vest US Equity Enhance &
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740F391
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 5 | $1.9M |
All 13F filers, Q4 2024 → Q1 2025: 303,240 shares bought and 153,580 shares sold, net +149,660 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Envestnet Asset Management Inc. | 0.00% | Add +2165.9% | 152,198 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +166.6% | 151,297 | $5.2M |
| Truist Financial Corp. | 0.01% | Reduce -28.8% | 92,812 | $3.2M |
| Harbour Investments, Inc. | 0.08% | Add +6.2% | 84,622 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -39.4% | 38,596 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.8% | 33,163 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.6% | 30,890 | $1.1M |
| Diligent Investors, LLC | 0.23% | No change | 27,960 | $953K |
| LPL Financial LLC | 0.00% | Add +147.7% | 27,649 | $943K |
| Osaic Holdings, Inc. | 0.00% | Add +2.3% | 25,210 | $860K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -3.0% | 24,144 | $823K |
| CreativeOne Wealth, LLC | 0.02% | New | 23,743 | $810K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.8% | 22,890 | $781K |
| 1776 Wealth LLC | 0.22% | No change | 14,108 | $481K |
| Old Mission Capital LLC | 0.01% | Reduce -40.1% | 10,494 | $358K |
| Silver Oak Securities, Incorporated | 0.03% | Add +10.4% | 9,183 | $312K |
| Mutual Advisors, LLC | 0.01% | No change | 9,117 | $309K |
| Atria Investments, Inc | 0.00% | New | 8,529 | $291K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 8,433 | $288K |
| VestGen Investment Management | 0.21% | New | 7,978 | $272K |
| Barclays PLC | 0.00% | Reduce -3.1% | 5,695 | $194K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,996 | $136K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 3,978 | $136K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,200 | $75K |
| Wood Tarver Financial Group, LLC | 0.02% | No change | 2,125 | $72K |
| PFS Partners, LLC | 0.02% | Reduce -14.3% | 1,249 | $43K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,163 | $40K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 315 | $11K |
| Royal Bank of Canada | 0.00% | New | 145 | $5K |
"% of holder's portfolio" is XAUG's weight in each manager's 13F, not the share of FT Vest US Equity Enhance & the manager owns.